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Client Reporting Associate Jobs in Dallas, TX (NOW HIRING)

Husch Blackwell Llp

Financial Reporting Manager

Dallas, TX · On-site +1

$100K - $137K/yr

... Client Service, and Innovation. If you are a motivated professional looking for a long-term fit ... The Financial Reporting Manager is responsible for supporting the Associate Director of Financial ...

Husch Blackwell LLP

Financial Reporting Manager

Dallas, TX · On-site +1

$100K - $137K/yr

... Client Service, and Innovation. If you are a motivated professional looking for a long-term fit ... The Financial Reporting Manager is responsible for supporting the Associate Director of Financial ...

Alphabe Insight

Client Support Associate

Dallas, TX · On-site

$17.50 - $23.75/hr

Client Support Associate Elevare Branding is a forward-thinking company dedicated to helping brands ... reports, documents, and updates related to client projects * Monitor client requests and ensure all ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Dallas, TX

Client Reporting Associate information

See Dallas, TX salary details

$10.9K

$68K

$139.1K

How much do client reporting associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client reporting associate in Dallas, TX is $68,000.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $86,900.00 per year, depending on experience, location, and employer.

What does a client reporting associate do?

A Client Reporting Associate is responsible for preparing, analyzing, and delivering regular reports to clients, typically in financial or investment firms. They ensure that clients receive accurate and timely information about their accounts, investments, or services. Their duties often include data collection, report generation, troubleshooting discrepancies, and responding to client inquiries. Strong attention to detail, analytical skills, and proficiency with reporting tools are crucial for this role.

What are some common challenges faced by client reporting associates, and how are they typically addressed in the workplace?

Client Reporting Associates often encounter challenges such as managing tight deadlines for delivering accurate reports, adapting to evolving client requirements, and ensuring data integrity across multiple systems. To address these, teams typically implement robust quality control processes, use advanced reporting tools, and maintain clear communication channels with both internal teams and clients. Regular training and collaboration with portfolio managers, compliance, and IT teams also help associates stay updated on best practices and handle complex reporting needs efficiently.

What are the key skills and qualifications needed to thrive as a client reporting associate, and why are they important?

To thrive as a Client Reporting Associate, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with reporting tools such as Microsoft Excel, data visualization platforms, and client relationship management (CRM) systems is typically required. Exceptional communication, problem-solving abilities, and time management help you deliver accurate reports and respond effectively to client inquiries. These skills are crucial for ensuring data integrity, meeting client expectations, and supporting informed decision-making.

What is the difference between Client Reporting Associate vs Client Service Associate?

AspectClient Reporting AssociateClient Service Associate
Required CredentialsBachelor's degree, familiarity with reporting toolsBachelor's degree, strong communication skills
Work EnvironmentData analysis, report preparation, client reportingClient communication, account management
Employer & Industry UsageFinancial services, asset managementBanking, financial institutions
Common Search & ComparisonFocus on reporting and data analysisFocus on client interaction and support

The main difference is that a Client Reporting Associate primarily handles preparing and analyzing client reports, while a Client Service Associate focuses on direct client communication and support. Both roles require strong communication skills and familiarity with financial data, but their daily tasks and focus areas differ.

What are popular job titles related to Client Reporting Associate jobs in Dallas, TX? For Client Reporting Associate jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Dallas, TX look for? The top searched job categories for Client Reporting Associate jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Client Reporting Associate jobs? Cities near Dallas, TX with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Dallas, TX as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% In-person job distribution, with an average salary of $68,000 per year, or $32.7 per hour.

Client Services Associate

Barrow Hanley Global Investors

Dallas, TX • On-site

Full-time

Posted 21 days ago

Job description

About Barrow Hanley Global Investors: Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa.
Job Description:  Independently provides administrative support to an assigned group of institutional clients and consultants across equity and fixed income strategies.  Capable of resolving complex administrative problems and ad hoc requests.  Day-to-day client contacts are generally mid- or junior-level finance or investments staff.  Will assist in preparing RFP and questionnaire responses.
Key Responsibilities
  • Collects data and produces reports, including but not limited to: client, board of director, investment committee presentations, monthly/quarterly reporting, institutional client finals presentations, questionnaires, website reporting and daily ad hoc requests.
  • Coordinates administrative contact with clients regarding cash movements, accounting issues, general portfolio questions, and audit cycles; maintains all records pertaining to clients/portfolios, including but not limited to website maintenance, questionnaire preparation, creating and updating data tables/charts, producing presentations, updating databases, etc.
  • Produces reports to accurately and effectively communicate investment information for portfolio managers and clients, able to interpret themes, trends, and implications from various reports or data sets.
  • Identifies data anomalies within portfolios and coordinates correction of data within Advent/Geneva, BondEdge, FactSet, and/or various other departmental resources or reports.
  • Produces and formats strategy and portfolio level commentary for client and consultant reporting.
  • Works constructively with internal departments, colleagues and clients.
  • Collaborates with equity and fixed income investment teams, including quantitative analysts, to produce various reports for clients and/or their consultants.
  • Utilizes problem-solving skills and strong aptitude for data management.
  • Handles high priority, time sensitive and complex duties as assigned.
Qualifications
  • 3+ years of experience in institutional client services or portfolio management support required. 
  • Bachelor’s degree required, focus in marketing, business, or finance are a plus.
  • A working knowledge of principles, practices, and procedures of the investment management industry including fundamentals of financial terminology, formulas and concepts.
  • Strong knowledge of Microsoft Office, especially PowerPoint, Excel, Word, and Outlook.
  • Aptitude to work with or learn: Advent/Geneva, BondEdge, FactSet Portfolio Analysis (PA), Assette, Salesforce, Bloomberg, eVestment and Qvidian.
  • Highest level of integrity, regard for confidentiality, strong work ethic, ability to work independently but also effectively and collaboratively in a team.
  • Strong organizational, written, and verbal communication skills with attention to detail.
  • Ability to manage multiple projects, meet deadlines, and multi-task.


*This job is not eligible for visa sponsorship*

Agency Notice:  We are recruiting for this role internally and are not engaging external recruiting agencies at this time.  We will not pay fees for submissions made without a written agreement approved in advance.
Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and abilities and provides a work environment that ensures all employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law.

Barrow Hanley provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, need assistance with the application process, or would like to view the Firm’s related policies, please email HR at KHerring@BarrowHanley.com.

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